Barclays

Barclays Portfolio holdings

AUM $272B
1-Year Est. Return 16.92%
 

Barclays PLC, founded in 1690 by goldsmith bankers in London, is a British multinational financial institution headquartered in London, operating as one of the world’s oldest banks with a significant presence in investment banking, retail banking, and wealth management. Managing billions in assets, Barclays serves millions of customers globally through its retail arm (notably in the UK) and its investment banking division, which excels in trading, mergers and acquisitions, and capital markets, competing with Wall Street giants. The bank has navigated challenges like the 2008 financial crisis—opting for private funding over a government bailout—and has since focused on restructuring, digital innovation, and sustainable finance initiatives. With a rich history and a modern global footprint, Barclays remains a key player in both UK and international financial markets.

This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104B
AUM Growth
+$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,080
New
Increased
Reduced
Closed

Sector Composition

1 Technology 22.43%
2 Financials 13.7%
3 Consumer Discretionary 10.25%
4 Communication Services 9.85%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3076
$197K ﹤0.01%
+94,233
3077
$197K ﹤0.01%
10,045
+6,166
3078
$196K ﹤0.01%
16,834
3079
$196K ﹤0.01%
22,110
-168,133
3080
$195K ﹤0.01%
4,953
+3,147
3081
$193K ﹤0.01%
+7,661
3082
$192K ﹤0.01%
15,640
+8,640
3083
$192K ﹤0.01%
2,600
-8,500
3084
$191K ﹤0.01%
7,392
+4,538
3085
$191K ﹤0.01%
+5,300
3086
$191K ﹤0.01%
36,092
+14,548
3087
$190K ﹤0.01%
5,345
+3,282
3088
$190K ﹤0.01%
10,911
+6,698
3089
$190K ﹤0.01%
64,954
+64,437
3090
$189K ﹤0.01%
+12,055
3091
$189K ﹤0.01%
6,787
+611
3092
$188K ﹤0.01%
7,342
+4,506
3093
$188K ﹤0.01%
15,830
+11,923
3094
$188K ﹤0.01%
30,000
3095
$188K ﹤0.01%
17,297
+8,675
3096
$187K ﹤0.01%
3,072
+3,044
3097
$187K ﹤0.01%
18,495
+9,559
3098
$186K ﹤0.01%
+49,400
3099
$186K ﹤0.01%
+59,522
3100
$186K ﹤0.01%
+4,281